Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,138 | $48,570+52.6% | $130,660-43.3% | $72,976+1.6% |
| Participation rate | 57.7% | 58.6%-0.9pp | 71.7%-14.1pp | 69.5%-11.8pp |
| Annual return | 21.50% | 38.63%-17.1pp | 1709.29%-1687.8pp | 81.02%-59.5pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,626 | $2,384+219.9% | $3,603+111.6% | $3,608+111.4% |
| Admin fee / account holder | $1,961 | $3,549-44.7% | $5,463-64.1% | $5,124-61.7% |